+630.6%
ADI vs WM
+337.2%
+293.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.4% | +8.5% |
| 7D | -4.4% | -0.5% | -3.9% | -4.3% |
| 30D | -2.8% | +13.3% | -16.1% | -8.6% |
| 3M | +1.5% | +4.4% | -2.9% | -1.1% |
| 6M | -4.7% | +10.8% | -15.5% | -10.8% |
| YTD | +46.8% | +9.1% | +37.8% | +37.7% |
| 1Y | +74.9% | +19.1% | +55.8% | +56.3% |
| 3Y | +147.4% | +45.7% | +101.8% | +92.4% |
| 5Y | +131.9% | +60.4% | +71.5% | +67.1% |
| 10Y | +630.6% | +328.7% | +301.9% | +189.0% |
| All | +630.6% | +337.2% | +293.4% | +189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling